Nvidia's analyst day has sparked investor interest with positive comments surrounding its new Blackwell chip, which is expected to drive significant growth for the company. CEO Jensen Huang hinted at ambitious plans for Nvidia's entry into the consumer CPU market, revealing the development of a 20-core Arm-based CPU within the GB10 Grace Blackwell Superchip. This announcement comes as part of Nvidia's Project Digits, a $3,000 personal AI supercomputer, which, while not aimed at the mass market, showcases the potential of Nvidia's new chip technology. Huang's remarks about the collaboration with MediaTek and the potential for the CPU to be marketed independently have fueled speculation about Nvidia's strategic direction in the competitive CPU landscape.
The anticipation of Nvidia's expansion into the consumer CPU market is seen as a strategic move to challenge existing players like Intel and AMD, especially as the industry shifts towards Arm-based architectures. The company's focus on AI and high-performance computing aligns with broader industry trends, positioning Nvidia to capitalize on the growing demand for advanced computing solutions. Analysts and investors are closely watching how Nvidia's new offerings will impact its market share and revenue growth in the coming years.
Nvidia's stock is trading at $141.67, up 1.09% from its previous close of $140.14 on January 7th.